The qualified dividend tax rate is 0% for individuals making $47,025 or less. Higher tax brackets will pay 15% or 20%. Learn about qualified dividends.| SoFi
File Form 709 if you made any gift worth over an annual limit the prior year. Don’t sweat it. Most people will never have to pay any gift taxes.| SoFi
Ready for your dream home? Learn best practices for qualifying for a mortgage.| SoFi
Wondering whether a Roth IRA is right for you? If you’re considering an IRA to save for retirement, here’s what you need to know about Roth IRA eligibility.| SoFi
When you make money from investments, the gains are subject to tax — but investment taxes vary widely, and can depend on the type of account. Learn more.| SoFi
The difference between nontaxable and taxable income is not always clear. Inheritance? Usually nontaxable. Savings account interest? Taxable. Learn more.| SoFi